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《大行報告》摩通上調信義玻璃(00868.HK)目標價至36元 評級「增持」
摩根大通發表報告,指信義玻璃(00868.HK)2021年上半年的淨利潤增長指引為2.6倍至2.9倍,強過市場預期,主要是由於浮法玻璃的平均售價和銷量都有顯著增長,以及來自聯營公司信義光能(00968.HK)的利潤貢獻顯著增加。目標價由27元上調至36元,評級「增持」。

展望未來,摩通認為玻璃市場供應保持緊張,可能會進一步推動浮法玻璃價格上漲,將信義玻璃2021至2023財年的淨利潤預測提高了34%至69%,以反映公司更強的定價能力。

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